The following is an excerpt of a conversation I had with Certified Financial Planner Sumeet Vaid about a ‘Financial Health Check Up’ questionnaire Financial Planners use to determine the state of their client’s finances. I went through the standard questionnaire with Vaid. Do you take on debt as a speculative action or for a...
A Financial health check-up is the starting point, to determine the state of your finances. In this conversation with Sumeet Vaid, Founder and MD, Freedom Financial Planners, I talked about the list of questions that would help you get a better picture of your investments, your state of debt, and the condition of your financial...
It has been a while since I updated the website and a lot has happened in the meantime. Financial Planner, a personal finance show which I produce and host has been received with great feedback. I also bump into a lot of people who ask me if there was some place where they could...